James Dodderidge is a registered investment advisor at Gibraltar Wealth Management, LLC, based in Abington, PA, with 41 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 90 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gibraltar Wealth Management provides investment and wealth management services for an annual fee based on a percentage of the market value of your investments, a fixed fee, or a combination of both. The annual fee varies between 0.25% and 1.50%, depending on the value of the assets and the services provided. Clients may also pay a fixed fee ranging from $1,200 to $60,000 annually, based on the complexity of the services. Gibraltar also offers an interactive investment service with fees ranging from 0.40% to 0.75% annually.
Location
1117 Old York Road, Abington, PA, 19001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gibraltar Wealth Management, LLC
Previous Registrations
Cresap, INC.
Cresap, INC.Broker
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Parker/hunter Incorporated
Parker/hunter IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
Janney Montgomery Scott INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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